Core TSIs : Contracts : Working with Contracts : Modifying contract (line) data
Modifying contract (line) data
Active contracts and contract lines can only be updated by adding a modification. Some changes may require approval, depending on your organization's approval configuration. For more information, see Using approvals.
A contract is considered active when it is in one of the following statuses:
• Active
• Renewed
• Terminated
Procedure
1. Select the contract (line) you want to modify.
2. On the action panel, click Add modification.
The Add modification dialog opens. Here you specify the date on which the change becomes effective.
◦ By default, the reference date is prefilled in the Add modification on field. Click OK to use this date.
◦ To select a different date, click Select a date in the Add modification on field, then click OK.
3. In the dialog, make the required change(s) to the amounts.
4. Click OK.
The contract (line) is now modified.
Changes to active contracts or contract lines are automatically added to their respective life cycle step (Contracts – life cycle or Contract lines – life cycle), along with a modification record. Refer to the example below.
Fields indicated by the Icon depicting a clock and an arrow icon are life cycle aware fields and changes in these fields are added at the life cycle selection level / step.
Example
Life cycle of a contract with 2 modification records
◦ Record 1
From 01/06/2025 until 30/09/2025:
- Cost center = Research and Development
- Department = Research and Development
◦ Record 2
As from 01/10/2025:
- Cost center = Sales & Marketing
- Department = Sales & Marketing

Tracking changes in In preparation / Inactive statuses
If you want to record changes made to contracts in In preparation status and contract lines in Inactive status, set Suppress modification records during In Preparation status to No in Field definer . Planon will then create a modification record for each change at the appropriate life cycle level or step.
Mandatory life cycle fields
If a life cycle-aware field is mandatory and empty, an error message appears. To resolve this, fill in the field for every life cycle record, starting from the first one.
If an intermediate life cycle record already contains a value, Planon cannot determine what the updated value should be.
As a workaround:
◦ Temporarily set the life cycle field to not mandatory.
◦ Fill in all required fields manually.
◦ Set the field back to mandatory.
* 
Do not use selection step filters on life cycle steps. These filters do not add value at this level, because navigation to underlying data is not supported. More importantly, applying a step filter can negatively affect the results shown when opening related data.